David A. Straz Jr. Center For The Performing Arts Retirement Plan
Sponsored by Tampa Bay Performing Arts Center Inc., Dba David A. Straz Jr. Center · EIN 592037085 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 580
- With balances
- 450
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $55,960 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $24,013 |
| Retirement Solutions Specialists | Contract administrator | $9,014 |
| Empower Advisory Group, Llc | Investment management | $595 |